Institutional Ownership Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT). We have compiled data on the 1,372 institutions that hold shares in the stock, with a total of 401 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
51,297
shares
|
$4.48 Million
2.23% of portfolio
|
Q2 2025
Added 16.69%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
51,280
shares
|
$4.48 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
51,192
shares
|
$4.47 Million
0.16% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
50,775
shares
|
$4.43 Million
2.93% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
50,729
shares
|
$4.43 Million
0.01% of portfolio
|
Q2 2025
Added 596.64%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
50,681
shares
|
$4.42 Million
0.65% of portfolio
|
Q2 2025
Reduced 20.93%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
50,603
shares
|
$4.42 Million
1.74% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
50,210
shares
|
$4.38 Million
0.01% of portfolio
|
Q2 2025
Added 188.51%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
49,927
shares
|
$4.36 Million
2.2% of portfolio
|
Q2 2025
Added 29.67%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
49,223
shares
|
$4.3 Million
2.62% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,972
shares
|
$4.27 Million
0.32% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
48,956
shares
|
$4.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,697
shares
|
$4.25 Million
0.37% of portfolio
|
Q4 2023
Added 7.6%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
48,168
shares
|
$4.2 Million
0.33% of portfolio
|
Q2 2025
Added 22.06%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
48,030
shares
|
$4.19 Million
4.19% of portfolio
|
Q2 2025
Added 16.89%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
47,803
shares
|
$4.17 Million
2.44% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
46,891
shares
|
$4.09 Million
0.59% of portfolio
|
Q2 2025
Added 1876.85%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
46,412
shares
|
$4.05 Million
0.35% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
46,248
shares
|
$4.04 Million
0.42% of portfolio
|
Q2 2025
Added 25.23%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
46,145
shares
|
$4.03 Million
0.18% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
46,097
shares
|
$4.02 Million
0.06% of portfolio
|
Q2 2025
Added 66.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
45,945
shares
|
$4.01 Million
0.35% of portfolio
|
Q2 2025
Added 68.46%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
45,719
shares
|
$3.99 Million
2.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
44,882
shares
|
$3.92 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
44,507
shares
|
$3.89 Million
1.5% of portfolio
|
Q2 2025
Added 3.23%
|